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The Fast Track to Successful Student Debt Management

With so many people managing student loan debt, our friends at U-Fi are here to provide some helpful tips on how best to erase it as soon as possible.

Kolaches and Concerts: A Day in the Czech Capital | Saturday, April 13, 2019

This is not your ordinary trip to Wilber, and we promise a day you won’t soon forget. With two concerts, two meals, a wine-tasting and snacks, and kolaches for the road, you won’t find a better value.

February 2019 Market Recap

Most economic indications from February continued to show strength, allowing financial market participants confidence to push prices higher. All major indices posted positive results...

What You Need to Know About Filing Gift & Estate Tax Returns

Have you made substantial gifts of wealth to family members or are you the executor of the estate of a loved one who died recently? If so, you need to know if you must file a gift or estate tax return

The Importance of Substantiating Your 2018 Charitable Gifts

Donating to charity is a key estate planning strategy for many people. But the IRS could disallow a deduction, even if it’s legitimate, if you fail to follow substantiation requirements...

January 2019 Market Recap

January financial markets saw either a rebound in optimism or a willingness to bargain-hunt exhibited by investors, leading stocks to one of their strongest Januaries in history...

As Winter Takes Hold, Here's How to Keep Household Expenses in Check

Here are some strategies from energy experts for keeping you warm and safe through the winter months, as well as keeping your household budget in line.

Sudden Impact: When a Spouse Unexpectedly Dies

What if the unthinkable happens and your spouse dies unexpectedly? Would you be prepared to cope emotionally and financially? As the surviving spouse, you’ll face several tasks and challenges...

Have You Had Your Annual Estate Plan Checkup?

An annual estate plan checkup is critical to the health of your estate plan. Here are a few key figures for 2018 and 2019 -- they may affect your plan, so let's talk about it!

December 2018 Market Recap

Financial markets experienced much volatility during the 4th quarter, sending US stocks to their worst year since the 2008 financial crisis. However, current readings continue to suggest a benign...